Family Offices in Montreal
11 family offices are on this list, 6 are single family offices and 5 are multi-family offices. Each is listed with its own website and the interests it states.
None of them report assets in a public filing. Most family offices manage their own capital and need not register with a regulator, so the list leads with what each states about itself.
Updated . Rechecked quarterly; next check . Filings searched .
- Single family offices6
- Multi-family offices5
Kind of each, from its own website, checked October 2026.
- Family offices listedList of October 2026
- 11
- Single family officesKind from each office's own site
- 6
- Multi-family officesKind from each office's own site
- 5
The list is public. The warm path is not. Schedule a conversation
All 11 family offices
A to Z, with each office's regulatory assets, private funds, listed stocks and fund offerings, each with a pin to its filing; offices with no figure show the interests they state on their own sites.
Showing all 11 offices
| Office | Assets | Bar | Private funds | Listed stocks | Fund offerings |
|---|---|---|---|---|---|
Multi-family office, Montreal. Detail and sources for Altium Wealth ArchitectureNo Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Files: no federal filing found. | No figure on fileNo interests stated on its own site | ||||
Multi-family office, Montreal. Detail and sources for Brightstone Financial Group (formerly Blue Bridge)No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Files: no federal filing found. | No figure on fileNo interests stated on its own site | ||||
Single family office, Montreal. Detail and sources for Claridge Inc.No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Files: no federal filing found. | No figure on fileNo interests stated on its own site | ||||
Single family office, Montreal. Detail and sources for F.I.T. VenturesNo Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Files: no federal filing found. | No figure on fileNo interests stated on its own site | ||||
Single family office, Montreal. Detail and sources for Garber-Boucher Family OfficeNo Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Files: no federal filing found. | No figure on fileNo interests stated on its own site | ||||
Multi-family office, Montreal. Detail and sources for Granite Family OfficeNo Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Files: no federal filing found. | No figure on fileNo interests stated on its own site | ||||
Single family office, Montreal. Detail and sources for Mavrik CorpNo Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Files: no federal filing found. | No figure on fileNo interests stated on its own site | ||||
Single family office, Montreal. Detail and sources for Palomino Capital Corp.No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Files: no federal filing found. | No figure on fileNo interests stated on its own site | ||||
Multi-family office, Montreal. Detail and sources for PatrimonicaNo Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Files: no federal filing found. | No figure on fileNo interests stated on its own site | ||||
Multi-family office, Montreal. Detail and sources for Samara Multi-family OfficeNo Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Files: no federal filing found. | No figure on fileNo interests stated on its own site | ||||
Single family office, Montreal. Detail and sources for Valsef GroupNo Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Files: no federal filing found. | No figure on fileNo interests stated on its own site | ||||
The first 30 are shown here; find, a kind or a size shows every match.
No row matches. Clear the find field or choose All.
Assets are the regulatory assets in the adviser's latest Form ADV (solid bar; grey when the office is not in the totals; hatched when an exempt adviser reports only its funds). Listed stocks are the US listed securities a firm reports each quarter; fund offerings count the private offering notices of funds named for the office in two years. Each pin opens the filing behind the figure. The square beside a name opens every figure with its filing and notes.
Most family offices here publish no figure, so the list leads with their own words
Two findings from the list itself.
- 11
family offices are on this list: 6 are single family offices and 5 are multi-family offices.
Kind of each, from its own website
- 0
of the 11 report assets in a public filing; an office that manages one family's money need not register as an adviser.
Adviser filings read October 2026; 17 CFR 275.202(a)(11)(G)-1
Questions
How many family offices are there in Montreal?
No regulator publishes a count. This list holds 11: 6 are single family offices and 5 are multi-family offices.
How do you start a relationship with family offices in Montreal?
Each office on this page links to its own website, and each figure carries a pin that opens the public filing it comes from. For fund managers and companies raising capital, Praxis Rock runs capital formation programs; see Raise Capital.
Sources and method
- Who is listed
- 11 family offices, 6 are single family offices and 5 are multi-family offices, as researched for this list; no row leaves the list. Family offices with their office in Greater Montreal (the island of Montreal, Westmount, Laval and Longueuil), each checked on its own website: the site says it is a family office and puts its office here. Wealth, portfolio, accounting and insurance firms that offer family office services are not listed.
- Ranking rule
- No ranking: fewer than three offices on this list report regulatory assets in a public filing, so the list runs A to Z.
- Our arithmetic
- Counts of kinds and places are counts of the rows as listed.
- Pins
- Each figure's pin opens the filing it comes from: the adviser's Form ADV as filed, or the SEC filing index of its 13F report or of the latest private offering notice (Form D). The pin's label names the source and its date.
- What we searched
- On we searched every office by its website against the websites advisers list on Form ADV, by the CRD the list cites, by name for Form ADV, and by every CIK found for 13F reports, and searched private offering notices for funds named for it. Of the 11, 0 report on a current Form ADV, 0 file 13F reports (0 for a 2026 quarter with a value), 0 have funds named for them in private offering notices, and 0 more show a possible match by name only in their detail, not counted. An office that serves one family need not register (17 CFR 275.202(a)(11)(G)-1).
- Words
- Kinds and interests are each office's own, from its website. No person names are shown.
| Figure | Source | Period, read |
|---|---|---|
| Assets, private funds, client types, main office, employees | SEC Form ADV adviser data, October 2026 report, and each adviser's Form ADV as filed, 0 advisers | Filings to 2026-10-01; read 2026-10-31 |
| Listed stocks | SEC EDGAR Form 13F, 0 filers | Latest quarter; read 2026-10-31 |
| Private offering notices of funds named for a firm | SEC EDGAR full text search, Form D and D/A | 2024-10-31 to 2026-10-31 |
| Kind, interests and website | Each office's own website, as researched for this list | Checked 2026-10-31 |
| Logos | Each office's own website; a monogram where none checks | Read 2026-10-31 |
Cite as: Praxis Rock Advisors, "Family Offices in Montreal," updated October 31, 2026, praxisrock.com/resources/investors/family-offices-montreal